Level Financial Advisors

Q2 2024 13F Holdings

Location
East Amherst, NY
Holdings as of
6/30/2024
Value ($000)
$230,752
Num holdings
67
Date filed
7/23/2024
Form type
13F-HR
Prev filing
4/19/2024
Next filing
10/10/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type